WTI2 vs. XMLD - ETF Comparison
WTI2 - WisdomTree Artificial Intelligence UCITS ETF USD Acc
The WisdomTree Artificial Intelligence UCITS ETF USD Acc is an equity fund that tracks the Nasdaq CTA Artificial Intelligence index, investing in companies involved in the Artificial Intelligence industry, with a focus on environmental, social, and corporate governance (ESG) criteria. The fund has a total expense ratio of 0.40% and is domiciled in Ireland.
XMLD - L&G Artificial Intelligence UCITS ETF
The L&G Artificial Intelligence UCITS ETF is an equity fund that tracks the ROBO Global Artificial Intelligence index, investing in companies that derive a significant portion of their revenue from the field of Artificial Intelligence. The fund applies ESG criteria and replicates the performance of the underlying index through full replication. It is a large fund with a total expense ratio of 0.49% and distributes dividends by accumulating and reinvesting them.
| WTI2 | XMLD | |
|---|---|---|
| Fund Name | WisdomTree Artificial Intelligence UCITS ETF USD Acc | L&G Artificial Intelligence UCITS ETF |
| Fund Provider | WisdomTree | Legal & General |
| Index | Nasdaq CTA Artificial Intelligence | ROBO Global Artificial Intelligence |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.4% | 0.49% |
| Inception Date | 2018-11-30 | 2019-07-02 |
| Number Of Holdings | 71 | 58 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | Global |
| Sector | Technology | Technology |
| Sector Detail | Artificial Intelligence | Artificial Intelligence |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.